You are here

Estate Planning

Regardless of your level of wealth, estate planning is a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to leave more of your legacy to your loved ones.

Common estate planning issues addressed in the wealth management process include the transfer of wealth, the minimization of transfer taxes, asset protection, and charitable giving.

Some of the major estate planning tasks include:

Creating a will

Limiting estate taxes by setting up trust accounts in the name of beneficiaries

Establishing a guardian for living dependents

Naming an executor of the estate to oversee the terms of the will

Creating/updating beneficiaries on plans such as life insurance, IRAs and 401(k)s

Setting up funeral arrangements

Establishing annual gifting to reduce the taxable estate

Setting up durable power of attorney (POA) to direct other assets and investments

HELPFUL LINKS & EXAMPLES

This page contains links to third-party company websites. By selecting a third-party link, you will be leaving our website and launching a new browser window that will take you to a non-JBirney Financial website. Our firm is not affiliated with any of the third-party websites. We are only providing these links to the third-party websites for your information; they should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. The decision to use these websites is exclusively yours.

Neither JBirney Financial nor United Planners provides tax or legal advice. We work with you and your legal counsel to assist you with your estate plan.

Contact info

Contact us

Name: *

Email: *

Message: *

Leave this field blank:

This information is intended for use only by residents of FL, GA, MI, MO, NC, CA, IL, OH, NY, MA, SC, WA, MD, CT, TN & ME. Securities and Insurance-related services may not be provided to individuals residing in any other states. *John T. Birney is a Registered Representative Offering Securities and Advisory Services through United Planners Financial Services. Member FINRA/SIPC. JBirney Financial and United Planners are not affiliated.

This material was prepared by Advisor Website, and does not necessarily represent the views of United Planners Financial Services. This information has been derived from sources believed to be accurate. Please note - investing involves risk, and past performance is no guarantee of future results. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. Neither United Planners nor its financial professionals render legal or tax advice. Please seek such advice from your own tax and legal counsel. If assistance is needed, the reader is advised to engage the services of a competent professional. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.

This page contains links to third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advise on securities in particular or investments in general. Neither JBirney Financial nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.